102 results found
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New Workpapers - Show if Xero period is locked
It would be good to visibly show the period Xero is locked up to. As a reviewer I want to know Xero is left locked without leaving workpapers to check.
7 votesAppreciate wanting more visibility if a Xero organisation has a locked period, thanks for sharing back on how we can improve new Xero Workpapers for you.
For now our teams are getting a sense of interest in the different opportunities our customers see us being able to develop this new solution for them, we'll continue to keep an eye on this idea and share if there are any updates.
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New Workpapers - Allow attachments on comments/review points.
It is very difficult for reviewers to attach screenshots and documents to review points as currently it is combined with the rest of the documents.
This is a frustration across our practice.
3 votesThanks for raising your idea with us about new Workpapers, Ornan.
I'll let you know here if any plans are made around attaching files to review points.
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Workpapers - icons like Notes/Client Query are too small and colours too inconspicuous
Aside from the fact that they are now miles apart, separated by a massive and unnecessary white wall of nothing.. the icons are too small (relative to the space available) and inconspicuous.
Compare a Query on old workpapers to a Note on new workpapers.
The old flag stands out like a sore thumb (as it should, it's a flag for a reason). Colour/contrast.
The new note has changed the outline of the icon from black to light blue, coloured in the number blue (like the blue circle next to every account).
This is not helpful.
13 votesHi everyone, we've made some recent updates to how notes/queries are shown to make them more visible.
We'd love to hear your feedback here and whether this has improved things for you. Thanks
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Workpapers - Option to split P&L into specific category workpapers
Profit distribution accounts might have an EXP in the report code (and Xero might force us to use Expenses as the account type in Xero).. but they're not expenses.
Xero has split Revenue, COGS and Expenses across three workpapers.. but still lumped profit distribution accounts in Expenses.
13 votesHi everyone, we appreciate the interest in the idea here.
We get how separating categories such as Revenue, COGS and Expenses could better support your practices review process.
This capability is now available in Workpapers Plus which is currently in early access. You can find out more and register your interest through our Xero Central page.
With Workpapers Plus you can create or edit a template, group relevant report codes into the categories your firm uses, and apply the template to new workpaper packs. Existing packs can be refreshed to apply updated mappings - See more on this here.
I'll round back to confirm once Workpapers Plus is fully released to all practices.
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Workpapers Spreadsheet - formatting, cell selection, size of sheet
Can the spreadsheet have more formatting options - like borders so that you can have a top and bottom border on a total cell? Bold type?
Also, it needs more functionality like being able to select the range of cells to sum =sum(select cells using mouse) instead of manually typing in the range.
When you copy and paste from Excel formatting is lost and you cannot add additional lines past where the data pastes if past row 20 (The data itself can paste to additional rows). If data goes to row 19, you cannot insert additional lines past 20 either.
21 votesHi team, we’ve just released the ability to import an .xlsx as spreadsheet template in the settings for each worksheet.
We get this doesn't remove some of the restrictions mentioned in the comments here, but hope you can appreciate we're taking steps to remove friction of having to work with these limitations every day. Thanks.
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Workpapers - Provide automated email notifications and reminders for client queries
Automatic notify reviewer that there are queries to answer on workpaper
3 votesThanks for raising this idea, Julie. We can understand how automating reminder emails for Workpapers queries could help streamline communication with clients and reduce the need for manual follow-up.
We've updated the status to Gaining Support and will continue to monitor interest from the community.
Your votes and examples of how this could fit into your workflow help us better understand the impact this feature could have.
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A1: Financial Statements & Tax Return - Ability to review and approve sections like in old workpapers
We are experiencing a significant workflow issue with the layout and functionality of A1 – Financial Statements & Tax Return in the new Xero Workpapers.
How We Used This Section in the Previous Workpaper Pack
In the previous version, this section functioned as our final review and sign-off hub. It included structured default notes such as:
Financial Statements
Company/Trust Tax Return
Individual Tax Returns
Final Email to Client
This setup allowed us to:
Upload final versions of each document
Review each document individually
Add review notes directly against that specific document
Tick off and approve each item only once it…
6 votesAppreciate you sharing how we could enhance the new Workpapers solution for you here. Our product teams have a close watch on the ideas coming through this forum and I'll be sure to update if there are any plans made for this.
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Workpapers - Worksheet for Profit appropriation/distribution
Currently all income accounts are listed under 'revenue', and while MV expenses and wages are in their own workpaper, profit appropriation accounts are lumped with all other business expenses. Could we have a separate workpaper for things like dividends & distributions, as well as a profit appropriation workpaper?
2 votesHi team, we've split this idea from the original started here so we can track interest in these worksheets separately.
Our product team are continuing to keep a close eye on the interest in enhancements to our new Workpapers solution.
I'll be sure to update if there are any plans around this to share.
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Workpapers - Separate worksheet for investment income
Currently all income accounts are listed under 'revenue', and while MV expenses and wages are in their own workpaper, profit appropriation accounts are lumped with all other business expenses. Could we have a separate workpaper for things like dividends & distributions, as well as a profit appropriation workpaper?
3 votesThanks for your idea, Tamara - I've split this so we can track the interest in an Investment income and Profit appropriation worksheet separately.
This will help our product teams gauge interest in each.
While we don't have any plans at present, we will share if there are any updates here.
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Workpapers - Allow non Super users access
Workpapers - Setup - Allow users, other than Super users, the ability to set up Xero workpapers.
4 votes✨ Hi everyone, thanks for sharing your feedback on this idea.
We understand how helpful it would be to allow users other than Super users to set up Xero Workpapers, especially where practices want to delegate setup tasks across their team.
We’ve moved this idea to Gaining Support, so others in the community can vote and add comments to share how this change would help their workflow.
If this is something that would make a difference for your practice, please add your vote and share a little more detail about who would need this access and why. This helps our product team better understand the impact and demand.
We’ll keep an eye on the feedback here and update the thread if there’s any progress to share.
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Workpapers - Adjusted net profit (include draft journals) on the tax reconciliation
Adjusted net profit (after taking into account draft journals) should be shown on the tax reconciliation workpaper. At present, the journals need to be posted before the net profit amount on the tax reconciliation is updated. As we would like to review the journals before they are posted in Xero at the same time all other workpapers are reviewed, it would make sense that the draft journals also flow through to the tax reconciliation.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers - Working Trial Balance to show Profit(Loss) Figure
On the Working Trial Balance Section of the new Workpapers, when selecting the Profit & Loss section it would be great to be able to see the Profit(Loss) figure.
3 votesHi Chad, thanks for your feedback on the Working Trial Balance in Xero's new Workpapers. It's really good to hear back how our partners would find this more useful.
For the time being we'll get a sense of interest through your idea. If there are any updates planned for this I'll share with you, here.
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Workpapers | Fixed Assets - Depreciation date
On the FA workpaper - show what date depreciation has been run up to, so can ensure it is complete for the period under review, which is not always clear from FA rec report or Depn schedule report. As a reviewer if not need to go to Xero to check.
6 votesThanks for sharing this idea and highlighting how helpful clear visibility of the depreciation date would be for Workpapers review. We are still working on the new Workpapers experience and this idea will help us gauge interest. Please share it with others who’d benefit so they can add their support and use cases here as well.
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Workpapers - Import multiple spreadsheets to a workpaper section
We have the following queries for NZ workpapers:
Journals posted from within the workpapers don't appear to update when we push refresh just when we put the browser refresh.
The income tax workpaper is working well now.
Will you be preparing a GST reconciliation workpaper similar to Classic Workpapers? We currently prepare the proof in Classic Workpapers and upload a copy to beta workpapers.
Are we correct to understand only one spreadsheet can be uploaded to each workpaper section. Sometimes there are several account balances that require separate proofs so it would be helpful if several spreadsheets could be uploaded.2 votesAppreciate your feedback, Susan. With quite a few points raised in your post I'd recommend raising a case with our specialists at Xero Support who'll be able to confirm, and look into anything that may not be working as expected.
Just to highlight, a journal will need to be posted in order for it to appear.
We're planning to release a new GST Reconciliation worksheet to NZ practices within new Workpapers over the coming months and I've split your idea here off so we can keep you updated on this.
For your post here, I've updated the title to reflect the last point you've shared on importing multiple spreadsheets to a workpapers section and we'll start to gauge interest from others in this and share if there are any updates.
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New Workpapers - Ability to change mapping within Workpapers
The ability to change the workpaper section from within workpapers, for example the Director's loan often shows in the Other Current Liabilities, Prepayments in Other Current Assets, the ability to move the section they appear in, as the report code in Xero is usually correct.
3 votesAppreciate you sharing here, James. Our team are highly interested in all the ideas for new Workpapers that could help our Partners.
For now, we'll get a sense of wider interest from the community here. I'll share if there are any updates.
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Workpapers - Only view related documents within a worksheet
Showing all documents uploaded when you are in individual Worksheet is too much noise. We only need to see the uploaded documents relating to that specific Worksheet not the full Workpaper pack.
5 votesHi team, to support a more focused view, we've recently improved the way documents are being added to a pack.
Files previously added to a workpapers pack will now display on a separate tab.
We're keen to hear if this has helped solve for your needs here? Thanks 🙂
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Workpapers - Show attachments in Supporting Documents section
When documents are attached to line items, could they please also show in the Supporting documents section? Currently, they only appear again if you click the line item.
For example, on the Bank Reconciliation workpaper, a statement has been attached to each bank account line, but when the workpaper is opened again, you only know something is attached due to the icon under Actions. You have to click on the line item for the supporting document to appear below (which isn't intuitive).
Everything attached should show in the Supporting documents section, as per the old Workpapers.
8 votesAppreciate how being able to see line attachments from the Supporting documents section would be beneficial. Thank you for feeding back on the new experience and supporting the idea here.
Right now we have a close eye on all ideas about new Workpapers and will be sure to share if there's news on this here.
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Workpapers - Create groups for Workpapers
Is there a way that we could create a group or a link to all groups within workpapers
18 votesThanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
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Workpapers - Fix Income Tax workpaper that incorrectly shows current year June PAYG installment
Despite the fact I raised this years ago, it was ignored when building the new Workpapers (ironically, this workpaper is one of the few that mimics the original Workpapers layout).
The Income Tax workpaper (attached):
a. correctly shows 4 x current year PAYG Instalments in the 2025 Tax to pay/(refund) section
b. correctly shows the prior year June PAYG Instalment in the Balance sheet income tax reconciliation section
c. incorrectly automatically includes the current year June PAYG Instalment (copied from the section above), in the Balance sheet income tax reconciliation section99.99% of the time, the prior year June…
10 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers - Option to Group Shareholders' Current Accounts by Shareholder
In the classic Workpapers, we had the ability to be able to group shareholder's accounts by shareholder to get the net balance, by changing the group name in the trial balance. This ability has disappeared in the new workpapers, which makes it difficult to get a view of beneficiary accounts in the workpaper stage (i.e., when trying to ensure a beneficiary has been correctly paid out their account balance). Would be great to have this feature back.
5 votesThanks for letting us know how we could further improve new Workpapers for you here. 🙂
Can see how you found this feature useful in Classic workpapers and we'd like to see the support for this in new from your idea here.
Welcome to share the idea with any colleagues that would find this useful so they can add their vote, too. I'll be sure to update of there are any plans made to group accounts by shareholder.
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